Navigating Celeredge
Celeredge has three connected areas. Knowing which is which makes the whole product easy to navigate.
1. The firm workspace
Your firm's home, in the main sidebar:
| Item | What it is |
|---|---|
| Command Center | Firm home: active engagements, signals, AI priorities — docs |
| Prospects | Pipeline of potential clients — docs |
| Accounts | Client companies — docs |
| Engagements | All client work — docs |
| Practices | Methodology areas and their frameworks — docs |
| Knowledge Vault | Reusable deliverables library — docs |
| Settings | Firm administration — docs |
2. The engagement workspace
When you open an engagement, the sidebar switches to that engagement's tools, in two groups:
Lifecycle: Overview · Diagnose · Deliver
Workspace: Analysis · Data & sources · Evidence Vault · Signals & Actions · Team
Analysis expands into its plan-gated tools — Causal & impact (Professional and Enterprise) and Financial model (Enterprise). On the Starter and Team plans the Analysis section is hidden; the Starter plan (a single seat) also replaces Team with a Plan & Billing entry.
See the Engagement OS Overview for the full map.
3. Administration
Organization Admins manage the firm under Settings: users, practices visibility, integrations, and billing. See Administration.
Moving between areas
- Click any engagement (from Command Center, Engagements, or an Account) to enter its workspace.
- Use the main sidebar to return to the firm level.
- Settings holds everything administrative for the firm.